Services

We help everyday families tackle life’s financial challenges. No matter which stage you are at on your financial journey, we’re here to help. All of our services are tailored to you and your unique financial circumstances, needs and wants.

Services

We help everyday families tackle life’s financial challenges. No matter which stage you are at on your financial journey, we’re here to help. All of our services are tailored to you and your unique financial circumstances, needs and wants.

High Income Earners

You're earning a higher-than-average wage, but still find yourself falling short of your goals.

Maybe you’re feeling that achieving the financial future you see yourself living is turning out to be harder than you first anticipated.

Or, maybe you find yourself worrying about whether you’re making the most of your financial situation now to support you in the future.

Sound familiar?

You may not be effectively taking advantage of your current income to secure your financial future and achieve your financial goals.

We understand that with earning a good income, so too comes a job that takes up a significant amount of your time.

It may seem like your phone never stops ringing and between balancing your personal and professional life, it’s rare that you have a moment to spare to think about yourself. Considering this, it makes sense that managing your financial world often falls to the bottom of the priority list.

You wish you had a way to ensure that your financial world is secure and on-track without you having to be involved in every tiny detail.

With someone by your side to make sure that you are making the most of your income, effectively managing your money becomes stress free.

It sounds like a dream, right?

Luckily, turning financial dreams into future realities is what we do.

At My Wealth Solutions, we take the worry and stress of managing your financial world off your shoulders while ensuring that you’re on-track to meet your short, medium and long-term financial goals.

Our team of expert financial advisors can help you determine whether you’re taking advantage of your income to create your dream financial future. And if you’re not, they’ll work with you to create a practical and achievable financial plan to help you get from where you are now to where you’d like to be.

Whether you want to minimise the tax you’re obligated to pay, are interested in setting up an SMSF or just want to ensure you’ll be able to maintain your current lifestyle in retirement, we’re here to help.

We understand how life can get in the way of even the best financial intentions.

That’s why we take care of your financial world, so you can focus on doing what you do best instead.

Do these financial challenges sound familiar? We can help

Our approach to financial planning means that our recommendations will always have your best interests at heart.

Whether you’re looking to secure your income in retirement, have a bit of extra cash and aren’t sure where to invest it or just want to minimise your tax obligations, our team are here to help you get your financial world sorted.

Your team of financial advisors can help you:

Minimise your tax obligations

Define what financial success looks like to you

Design an investment strategy that is suited specifically to your needs

Ensure you’re making the most of your income

Set crystal-clear goals and define a practical path to achieve them

Create a retirement plan that ticks all of the right boxes

Keep more of your income in your pocket

Secure you and your family’s financial future and lifestyle

In a nutshell, we’re here to ensure you can rest easy with the knowledge that you’re on track to achieve your dream financial future.

Don’t let a lack of time hold you back from achieving all of your financial goals and growing your wealth.

With us in your corner, you’ll never have to worry about whether your financial decisions are the right choice for you and your unique financial circumstances.

With your team of expert financial advisors only a phone call away, we enable you to tackle every financial challenge with the confidence only professional guidance can provide.

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.

CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.

CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.

CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.

CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.

CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adriano L.

CLIENT TESTIMONIAL

Guy has been our financial advisor for almost eight years now. In that time we’ve been very happy with his service, advice and personal touch. Highly recommended!

Oliver W.

“A dream becomes a goal when action is taken toward its achievement.”

— Bo Bennett

award winning and highly recommended

Want to make sure your income is working hard for you?

Your team of expert financial advisors is here to help you make the most of your income in order to create your dream financial future.

My Wealth Solutions Pty Ltd ABN 66 153 751 832 is a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 Australian Credit Licence 254 544 ABN 17 005 482 726
General Advice Warning The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.